Bartlett & Co Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.12M | Sell |
94,074
-9,466
| -9% | -$965K | 0.11% | 111 |
|
|
2026
Q1 | $10.5M | Sell |
103,540
-35,727
| -26% | -$3.78M | 0.13% | 105 |
|
|
2025
Q4 | $15.9M | Sell |
139,267
-17,321
| -11% | -$1.91M | 0.21% | 80 |
|
|
2025
Q3 | $17.9M | Sell |
156,588
-18,156
| -10% | -$2.14M | 0.24% | 81 |
|
|
2025
Q2 | $21.8M | Sell |
174,744
-9,033
| -5% | -$939K | 0.3% | 69 |
|
|
2025
Q1 | $18.1M | Sell |
183,777
-26,481
| -13% | -$2.85M | 0.27% | 72 |
|
|
2024
Q4 | $23.5M | Sell |
210,258
-38,734
| -16% | -$4.07M | 0.34% | 62 |
|
|
2024
Q3 | $24M | Sell |
248,992
-54,175
| -18% | -$4.98M | 0.34% | 64 |
|
|
2024
Q2 | $30.1M | Sell |
303,167
-46,568
| -13% | -$5.01M | 0.46% | 54 |
|
|
2024
Q1 | $42.8M | Sell |
349,735
-225,629
| -39% | -$23.6M | 0.66% | 46 |
|
|
2023
Q4 | $52.2M | Sell |
575,364
-43,164
| -7% | -$3.81M | 0.85% | 40 |
|
|
2023
Q3 | $50.1M | Sell |
618,528
-35,600
| -5% | -$3.04M | 0.9% | 33 |
|
|
2023
Q2 | $58.4M | Buy |
654,128
+4,870
| +0.8% | +$461K | 1.01% | 29 |
|
|
2023
Q1 | $65M | Buy |
649,258
+3,305
| +0.5% | +$333K | 1.26% | 23 |
|
|
2022
Q4 | $56.1M | Sell |
645,953
-28,147
| -4% | -$2.69M | 1.13% | 29 |
|
|
2022
Q3 | $63.6M | Buy |
674,100
+2,797
| +0.4% | +$299K | 1.37% | 22 |
|
|
2022
Q2 | $63.4M | Sell |
671,303
-870
| -0.1% | -$96.6K | 1.28% | 25 |
|
|
2022
Q1 | $92.2M | Buy |
672,173
+14,484
| +2% | +$2.09M | 1.61% | 14 |
|
|
2021
Q4 | $102M | Buy |
657,689
+6,713
| +1% | +$1.08M | 1.73% | 12 |
|
|
2021
Q3 | $110M | Sell |
650,976
-3,005
| -0.5% | -$536K | 2.1% | 9 |
|
|
2021
Q2 | $115M | Sell |
653,981
-2,496
| -0.4% | -$449K | 2.19% | 8 |
|
|
2021
Q1 | $121M | Sell |
656,477
-7,554
| -1% | -$1.39M | 2.44% | 5 |
|
|
2020
Q4 | $120M | Sell |
664,031
-5,770
| -0.9% | -$828K | 2.57% | 4 |
|
|
2020
Q3 | $83.1M | Sell |
669,801
-4,763
| -0.7% | -$595K | 1.95% | 10 |
|
|
2020
Q2 | $75.2M | Sell |
674,564
-2,042
| -0.3% | -$225K | 1.96% | 10 |
|
|
2020
Q1 | $65.4M | Buy |
676,606
+4,424
| +0.7% | +$559K | 1.99% | 10 |
|
|
2019
Q4 | $97.8M | Sell |
672,182
-593
| -0.1% | -$82.8K | 2.39% | 5 |
|
|
2019
Q3 | $87.7M | Buy |
672,775
+231,735
| +53% | +$32M | 2.3% | 5 |
|
|
2019
Q2 | $61.6M | Sell |
441,040
-10,836
| -2% | -$1.44M | 2.3% | 8 |
|
|
2019
Q1 | $50.2M | Buy |
451,876
+1,587
| +0.4% | +$177K | 1.92% | 14 |
|
|
2018
Q4 | $49.8M | Sell |
450,289
-705
| -0.2% | -$80.2K | 2.12% | 12 |
|
|
2018
Q3 | $52.7M | Buy |
450,994
+5,880
| +1% | +$654K | 1.98% | 12 |
|
|
2018
Q2 | $46.7M | Buy |
445,114
+587
| +0.1% | +$60K | 1.9% | 14 |
|
|
2018
Q1 | $44.6M | Buy |
+444,527
| New | +$47.2M | 1.84% | 13 |
|
Other funds holding DIS
LT
MC
FI
CB
RRAM
Bartlett & Co Wealth Management's DIS Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its Walt Disney (DIS) stake by 9.1% in Q2 2026, selling an estimated $965K and leaving 94,074 shares worth $9.12M. The position accounts for 0.11% of the portfolio, ranked #111.
Bartlett & Co Wealth Management first reported a position in DIS in Q1 2018 and has held it in 34 quarters since. The position peaked at $121M in Q1 2021. 1,317 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Bartlett & Co Wealth Management held 94,074 shares of Walt Disney worth $9.12M as of Q2 2026.
- Bartlett & Co Wealth Management sold 9,466 Walt Disney shares in Q2 2026, an estimated $965K.
- Walt Disney made up 0.11% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #111 holding.
- Bartlett & Co Wealth Management first reported a position in Walt Disney in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Walt Disney position peaked at $121M in Q1 2021.
- 1,317 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.